Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBTF) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
378+ 1.86% |
$8.74K - $8.86K
|
20.7K
$484K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
377+ 0.22% |
$8.72K - $8.83K
|
169K
$3.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
281+ 0.7% |
$6.5K - $6.58K
|
40.5K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
199+ 0.19% |
$4.6K - $4.66K
|
104K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
142+ 0.62% |
$3.28K - $3.33K
|
23.1K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
117+ 7.66% |
$2.71K - $2.74K
|
1.64K
$38.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
111+ 0.74% |
$2.57K - $2.6K
|
15K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
102+ 0.88% |
$2.36K - $2.39K
|
11.7K
$274K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
99+ 1.11% |
$2.29K - $2.32K
|
9.04K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
95+ 0.12% |
$2.2K - $2.23K
|
79.4K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 0.07% |
$1.69K - $1.71K
|
109K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54+ 0.38% |
$1.25K - $1.27K
|
14.2K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49New |
$1.13K - $1.15K
|
49
$1.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
38+ 0.09% |
$879 - $890
|
40.2K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
31+ 620.0% |
$717 - $726
|
36
$842
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 1.09% |
$486 - $492
|
1.94K
$45.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.14% |
$162 - $164
|
623
$14.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 1.15% |
$69.4 - $70.3
|
265
$6.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$23.1 - $23.4
|
3.12K
$72.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8- 14.55% |
$185 - $187
|
47
$1.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-9- 0.11% |
$208 - $211
|
8.43K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-44- 1.43% |
$1.02K - $1.03K
|
3.03K
$70.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-131- 0.65% |
$3.03K - $3.07K
|
20K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-134- 0.22% |
$3.1K - $3.14K
|
60.2K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-194- 2.19% |
$4.49K - $4.55K
|
8.66K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-216- 1.55% |
$5K - $5.06K
|
13.7K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-354- 0.65% |
$8.19K - $8.29K
|
54.2K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-466- 3.23% |
$10.8K - $10.9K
|
14K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-490- 12.49% |
$11.3K - $11.5K
|
3.43K
$80.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-756- 0.19% |
$17.5K - $17.7K
|
401K
$9.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-861- 0.77% |
$19.9K - $20.2K
|
112K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-900- 4.29% |
$20.8K - $21.1K
|
20.1K
$469K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1K- 9.25% |
$23.1K - $23.4K
|
9.81K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-1.03K- 5.15% |
$23.8K - $24.1K
|
18.9K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.08K- 9.71% |
$24.9K - $25.2K
|
10K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.2K- 2.17% |
$27.7K - $28.1K
|
54.1K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 8.22% |
$29.1K - $29.5K
|
14.1K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.85K- 3.71% |
$42.7K - $43.3K
|
47.9K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.95K- 11.62% |
$45.1K - $45.7K
|
14.8K
$347K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.01K- 5.74% |
$46.5K - $47.1K
|
33K
$771K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.15K- 10.29% |
$49.8K - $50.4K
|
18.8K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.2K- 14.42% |
$50.9K - $51.5K
|
13.1K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.52K- 1.91% |
$58.4K - $59.1K
|
130K
$3.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.83K- 15.47% |
$65.4K - $66.2K
|
15.4K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.23K- 69.37% |
$74.7K - $75.6K
|
1.43K
$33.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.43K- 27.12% |
$79.3K - $80.3K
|
9.21K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.51K- 1.62% |
$81.2K - $82.2K
|
213K
$4.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-3.93K- 1.89% |
$90.8K - $92K
|
204K
$4.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.96K- 3.26% |
$91.7K - $92.9K
|
117K
$2.75M
|